How to assign leads to users in round-robin mode, in Kylas CRM?

How to assign leads to users in round-robin mode, in Kylas CRM?

This article covers the steps to be followed and the pre-requisites for assigning leads to users in a round-robin fashion, using the webhooks feature of the workflows.

Prerequisites

  1. Permissions:  Any user with create permission on Workflow Module.
  2. Product Plans: Explore, Elevate.
  3. Activities to be Completed: None

Steps

Step 1 
Login to Kylas and Navigate to the Workflow section on CRM Settings.


Step 2 
Click on the Add a Workflow button to open the template builder.


Step 3
After naming the workflow do the following actions:
  1. Choose Lead as the entity
  2. Choose Trigger as "When lead is created"
  3. Set conditions - All leads or based on some specific conditions.
  4. Choose Action as Webhook


Step 4
In the webhook creation form add the following details and save the webhook:
  1. Request Type - POST
  2. Request Url - https://jwef7a2123.execute-api.ap-south-1.amazonaws.com/default/kylasRoundRobinAssignment
  3. Parameters
    1. look_back_window - The length of past data to be checked in the number of days. The 
    2. lead_id - the id of the newly created lead. This will be auto-fetched.
    3. user_ids - The id's of users to whom the leads should be assigned in round-robin mode, in comma-separated format.
    4. api_key - The API key associated with the account.


Step 5
After step 4, Save and Activate the workflow to start the round robin-assignment.


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